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How To Prepare For The Sale of A Business: My Personal Experience Selling Quick & Reilly

Are you considering selling your business in the near future? It can be exciting to think about the possibilities, but selling a business can greatly impact your family, colleagues, and personal life. It’s imperative to understand how the right professionals, like attorneys and advisors, can help you streamline the sale and enhance your proceeds. It’s also important to put a financial plan in place for the proceeds, considering what your life will look like after the sale. To read more, press the download button now.

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White Paper: 5 Important Financial Tools To Use When Preparing For An IPO

An Initial Public Offering (or IPO) is a big step for an entrepreneur to make. Making an initial public offering demonstrates that the business has provided enough value to sell its equity to the public, with the intention of raising significant capital. Successful IPOs also give the public confidence in the company when the offering is priced correctly and share prices rise. However, there are many complexities that a business owner should consider both prior to and after each IPO, like increased income as well as estate tax liabilities. An IPO may result in a significant windfall for the business owners, and there are five key financial tools that we’ve used to guide business owners during and after the IPO process; those key financial tools are GRATs, IDGTs, CRTs, 10b5-1 plans, and equity award plans (RSUs).

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Video: Market Insights Discussion: Opportunity Zones

Get an in-depth view of opportunity zones in our Market Insights Video, led by Client Advisor, Loraine Salvo and featuring our CIO, Chris Moore and Head of Investment Research, Wayne Yi. They cover the basics of OZ funds, speak about investment strategies, and explain how we are implementing the strategy into client portfolios.

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Making Good Become Great: Investing in Opportunity Zones

The Tax Cuts and Jobs Act (“TCJA”) of 2017, has been viewed as a “win” for domestic businesses and economic growth, as lower taxes expanded corporate earnings and boosted investor returns. Individual taxpayers also benefitted from tax breaks and touted simplified filing requirements. But, how is one supposed to realize last year’s 20%+ market return, not to mention the over 4x return since the S&P500 bottomed in early 2009, without having to give up a meaningful chunk of those gains to the IRS. Business-builders and entrepreneurs with low cost basis stocks face the same tax planning conundrum. In fact, it is estimated that there is as much as $6 trillion in unrealized capital gains held (or trapped?) in investment portfolios.

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CIO Insights: Buy The Dip

Equity markets around the world have declined by roughly 10% from their recent peak. We are not of the view that this decline is indicative of a broader selloff in equity markets and instead see this as an opportunity to add to equities at attractive levels. The decline has largely been led by large technology stocks (Amazon, Netflix, Alphabet) after they had experienced a multi-year bull market, but no sectors outside of Utilities and Consumer Staples were spared. The S&P 500 index grew earnings by roughly 22% in the third quarter but guidance for future quarters was muted due to uncertainty around US/China trade negotiations.

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MLPs: A Compelling Opportunity

Master Limited Partnerships (“MLPs”) experienced a significant sell-off between February and March, marking the 5th and 8th worst months, respectively, since the beginning of 2008 for the asset class as defined by the Alerian MLP Index.

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Decrypting Cryptocurrencies

Bitcoin, cryptocurrency, and blockchain technologies have become a hot topic for investors. But how many of us really understand this new digital currency? In this 20 minute presentation, our Head of Research Wayne Yi provides an educational tool to help you familiarize yourself with bitcoins, blockchain, and cryptocurrencies in general.

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What is Impact Investing?

Impact investing, as defined by the World Economic Forum, is an investment approach that intentionally seeks to create both financial return and positive social or environmental impact that is actively measured.

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